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Vai_Vi
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Membre depuis ‎juin 6, 2022
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Vai_Vi le Mars 26, 2023
Is there a way to limit deal to be mandatorily created in specific stages
Hello! Is there a way we can restrict Deal Stage to a specific stage at the time of Deal Creation. Is there also a way to restrict Deal movementin the pipeline to move linearly, i.e. they can't skip a specific stage? Appreciate support f Lire la suite
Répondre Discussion CRM Deals Sales
0 Mention J'aime
1 Réponse
Résolues
Vai_Vi le Mars 25, 2023
Associating a company (from dropdown list) when a new deal gets created
Hi, There's a problem we have been trying to figure out how to solve, which is with the dropdown list of options provided when you try to associate a deal with a company (from create deal form). The issue is that this list has a lot of old o Lire la suite
Répondre Discussion Deals Lists Sales
0 Mention J'aime
3 Réponses
Vai_Vi
Participant
Mars 26, 2023
Thanks Karsten for your answer. That's going to be difficult as there'd be a lot of deals associated with those old companies that we may want keep i...Lire la suite
Résolues
Vai_Vi le Mars 25, 2023
Associating a company (from dropdown list) when a new deal gets created
Hi, There's a problem we have been trying to figure out how to solve, which is with the dropdown list of options provided when you try to associate a deal with a company (from create deal form). The issue is that this list has a lot of old o Lire la suite
Répondre Discussion Deals Lists Sales
0 Mention J'aime
3 Réponses
Vai_Vi
Participant
Mars 26, 2023
Thanks Karsten for your answer. That's going to be difficult as there'd be a lot of deals associated with those old companies that we may want keep i...Lire la suite
zakflix le Mars 09, 2021
Make Custom Objects Accessible in Zapier Integration
Currently in the Hubspot's Zapier Integration, custom objects are not accessible as triggers or actions. We would like to be able to run formulas for dates and all sorts of other actions that are beyond the capabilities of Hubspot's workflow automat Lire la suite
Répondre Idée Custom Objects Integrations
45 Mentions J'aime
24 Réponses
Vai_Vi
Participant
Février 13, 2023
This is a serious gap in hubspot's experience. Custom Objects are as important for clients which requires them to make use of functionalities availab...Lire la suite
GLR le Décembre 13, 2017
Company and contact info mandatory to create a DEAL
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati Lire la suite
Répondre Idée Contacts & Companies Deals
554 Mentions J'aime
229 Réponses
Vai_Vi
Participant
Novembre 12, 2022
Please expedite this if possible and share the tentative roll out time from now (for Beta)!
GLR le Décembre 13, 2017
Company and contact info mandatory to create a DEAL
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati Lire la suite
Répondre Idée Contacts & Companies Deals
554 Mentions J'aime
229 Réponses
Vai_Vi
Participant
Novembre 12, 2022
Please expedite this if possible and share the tentative roll out time from now (for Beta)!
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